Stevens And Associates Quarterly Newsletter | July 1st, 2026
Stevens & Associates mailboxes

Quarterly Newsletter

July 1st, 2026

Luis Ramirez-De Nova

In Memory Of
Luis Ramirez-De Nova

We take a moment to honor our teammate, Luis Ramirez-De Nova, who passed away on June 7th, 2026.

Luis was a valued member of Stevens & Associates whose dedication, kindness, and willingness to help others made a lasting impact. He brought positivity and care to both his colleagues and the clients he served each day.

He will be deeply missed and always remembered. Our thoughts are with his family, friends, and all who knew him.

To honor his life and his memory here at our company, we have permanently retired his company user, SNA18. We will always remember you, Luis.

Luis, thank you and you will always be part of Stevens & Associates.

Donate to Support Luis’ Family

New Team Members

Auguste Riedl

Auguste Riedl

Client Advocate

With a diverse professional background, Auguste brings a well-rounded perspective and aims to build strong, meaningful relationships with both clients and colleagues in any capacity.

Outside of work, Auguste enjoys creative writing, engaging in conversations about games of all kinds, and running several tabletop RPG campaigns for friends.

Axel Rodriguez

Axel Rodriguez

Administrative Assistant

Outside of work, Axel enjoys traveling, spending time with friends and family, and exploring his passion for filmmaking.

His adaptability, professionalism, and positive attitude make him a valuable addition to Stevens & Associates.

Briana DeLira

Briana DeLira

Client Advocate

Briana was born and raised in Lompoc and is an alumna of both Cal Poly San Luis Obispo and UC Santa Barbara.

Outside of work, Briana enjoys spending time with her husband, watching movies, and reading.

Colton Hunter

Colton Hunter

Administrative Assistant

Outside of the office, Colton enjoys cooking, traveling, staying active at the gym, and spending time with friends and family.

He also has a passion for creative pursuits, including playing and developing video games, creating pixel art, and composing music.

Staff Spotlight

Jordan Futch

Jordan Futch

Jordan has been elected to be the president of the National Association of Benefits and Insurance Professionals (NABIP) for the Santa Barbara chapter. He has accepted and is currently the President elect. Congrats, Jordan!

Joshua Estrada

Joshua Estrada

Big shoutout to Josh Estrada for doing an incredible job jumping into CS and learning so quickly! He has adjusted seamlessly to the training, and we’re very proud of the support he has provided to both the agency and his team since day one. Thank you, Josh, and keep up your amazing work!

Leonardo Marquez

Leonardo Marquez

Huge congratulations to Leo for officially punching his ticket into United American’s $1 Million Dollar Club! This achievement reflects Leo’s dedication, work ethic, and incredible trust he has built with his clients.

Leo’s momentum this year has been unstoppable, landing him in the nation’s Top 15 for NAIP and Top 10 for total apps submitted year-to-date.

Sarah Terry

Sarah Terry

A big congratulations to Sarah on her promotion from Client Advocate to Customer Service Team Lead! In her new role, she will be assisting with team trainings, mentoring, and ensuring everyone delivers our signature VIP service.

Sarah, we’re so excited to see all that you will accomplish. Amazing work and we can’t wait to what you do next!

Upcoming Events

Outdoor dinner table

Friday, July 10th · 5:30 PM
Uptown Lounge

Join us at Uptown Lounge for an evening of fun, connection, and a little friendly competition over pool. It’s a great opportunity to unwind, get to know your coworkers better, and strengthen our team spirit.

This will also be a wonderful opportunity to welcome our newest team members, so let’s come together and make it a warm and memorable evening!

Saturday, August 29th
Santa Barbara Triathlon

Come support our SNA athletes as they participate in the Santa Barbara Triathlon! We will be fundraising to support The Cancer Foundation of Santa Barbara.

More athletes are needed to complete our relay team! Please reach out to Nazly if you are interested in running, biking, or swimming in the race.

Friday, September 11th
All-day AEP Training

The office will be closed to the public to allow us to run thorough group training sessions to ensure the whole team is adequately prepared to dive into the Annual Enrollment Period (AEP), beginning October 15th.

Saturday, November 14th
Walk to End Alzheimer’s

Stevens And Associates is joining the Walk to End Alzheimer’s in Santa Barbara, and we’d LOVE for you to come with us!

Jason, Jordan, and Nazly will be there walking, so let us know if you’d like to join us as we’re hoping to get a great group together and show up strong for an amazing cause. And it gets even better... Jason is treating everyone who joins us to lunch afterward! Such a fun way to celebrate and spend time together after the walk!

Innovations Team Updates & New Features

Increasing efficiency, improving accuracy,
and enhancing the user experience.

Innovations Team is always open to any and all feedback. Thanks to many staff suggestions, we were able to identify areas to improve productivity. Over the last several months, Innovations Team has been working tirelessly to improve some of our most-used features.

One Click

We are moving away from our current document signing platform to one that is more suitable for our automation needs and will be easier for clients to navigate.

Agents
  • Add spouse and dependents
  • More prefill options
  • Applications are emailed faster
  • Applications auto-uploaded to AgencyBloc
Customer Service
  • UA temporary ID card
  • Spanish SOA
  • Easier client walkthrough experience

Lead Form

  • Add details into AgencyBloc directly from the Lead Form (even for current clients!)
  • HR field renamed and questions changed to support our expanding HR sales efforts
  • Core automation build refresh to allow for better organization and functioning

Birthdays

Thank you Ray, Sandy and Jason for your leadership, positivity, and everything you bring to the team. We appreciate you more than you know!

Sandy Stevens

Sandy Stevens

June 3rd, 2026

Ray Stevens

Ray Stevens

June 28th, 2026

Jason Stevens

Jason Stevens

June 29th, 2026

Exciting News from the 2026 Medicarians Convention

Jason and Jordan recently had the opportunity to attend the 2026 Medicarians Convention in Las Vegas. Jason found out that our client size puts us within the bracket of the top 1% of agencies that serve Medicare. What an incredible accomplishment!

He also talked to other agency owners who are stunned by how much we do for our clients.

"We are who we are because of who you are. Thanks to all of you for making this agency one of the best out there!"
- Jason Stevens